
SentinelOne (S) Stock Forecast & Price Target
SentinelOne (S) Analyst Ratings
Bulls say
SentinelOne recorded a 27% year-over-year growth in Annual Recurring Revenue (ARR), reaching $920.1 million, and achieved a quarterly revenue increase of 29% year-over-year to $225.5 million, surpassing consensus expectations. The company's strong performance is underscored by improved competitive win rates, higher average deal sizes, and a significant contribution from emerging solutions like Cloud and AI, which accounted for over 50% of new bookings in fiscal year 2025. Looking ahead, management's focus on enhanced internal execution, strategic channel partnerships, and competitive positioning is expected to drive continued growth in endpoint protection and expansion into new markets such as Cloud, Data, and Identity.
Bears say
SentinelOne's financial performance has shown flat Net New Annual Recurring Revenue (ARR) year-over-year, with a slight quarterly growth to $60.4 million that fell short of market expectations. Guidance for fiscal year 2026 has also underperformed, indicating a projected Net New ARR in the low $30 million range for the upcoming first quarter, significantly lower than previous estimates. Additionally, concerns surrounding a softening macroeconomic environment could further delay deal closures and contribute to declining conversion rates, exacerbating the company's financial challenges.
This aggregate rating is based on analysts' research of SentinelOne and is not a guaranteed prediction by Public.com or investment advice.
SentinelOne (S) Analyst Forecast & Price Prediction
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